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Author profile

Maria Merricks

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Articles by Maria Merricks

Technology

Tech review: Mark Polson on Standard Life's SME auto-enrolment middleware

Is Standard Life's middlewear for SME's really Good To Go?

clock 25 February 2014 •

Adviser tips

Masterclass: How to set up a self-directed proposition

Thinking of setting up a D2C offering? This week's masterclass tells you how

clock 24 February 2014 •

Tax Planning

Tax year-end planning: Leave no stone unturned

PA gets technical with some in-depth analysis of CGT exemptions

clock 21 February 2014 •

Adviser tips

One-way ticket: What you need to know about advising overseas

Advice for the adviser who is upping sticks and moving abroad

clock 20 February 2014 •

Adviser tips

How advisers can keep up with the ever evolving market

Advising the adviser - with a little help from Dylan and Bon Jovi

clock 19 February 2014 •

Housing market

Are you ready? Evaluating the Mortgage Market Review

Assessing firms' readiness for the Mortgage Market Review

clock 06 February 2014 •

Adviser tips

Is it time to introduce a self-directed proposition to your business?

It may seen counter-intuitive, but a direct proposition may be what your business needs

clock 06 February 2014 •

Adviser tips

Crowdfunding: Trial and regulation

Will regulation make crowdfunding more adviser-friendly?

clock 05 February 2014 •

Adviser tips

Lone rangers: Thinking about going directly authorised?

Are advisers better off directly authorised?

clock 05 February 2014 •

Adviser tips

Your ultimate fund research cribsheet

RESEARCH

clock 31 January 2014 •
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